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WisdomTree US Total Dividend Fund
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Overview Fund Activity

157 hedge funds and large institutions have $404M invested in WisdomTree US Total Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-8
Holders Change %
-4.85%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
7
Increased
61
Reduced
38
Closed
12
Calls
$1.24M
Puts
$720K
Net Calls
+$517K
Net Calls Change
-$501K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$87.7M
2
Morgan Stanley
Morgan Stanley
New York
$45.7M
3
FTUS
Flow Traders U.S.
New York
$5M
4
Wells Fargo
Wells Fargo
California
$30M
5
AIA
Arrow Investment Advisors
Maryland
$6.64M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$1.77M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.67M
3
LPL Financial
LPL Financial
California
$24.3M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.36M
5
GVAG
Great Valley Advisor Group
Delaware
$407K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPW
126
Oxler Private Wealth
New York
$122K +$869 +16 +0.7%
PA
127
Parallel Advisors
California
$108K – – –
SCA
128
Stonebridge Capital Advisors
Minnesota
$98K – – –
CFGS
129
Concourse Financial Group Securities
Alabama
$78K – – –
TF
130
Tompkins Financial
New York
$70K – – –
GT
131
Glenmede Trust
Pennsylvania
$57K – – –
AA
132
Ancora Advisors
Ohio
$47K – – –
Bessemer Group
133
Bessemer Group
New Jersey
$43K +$43K +800 New
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.1K – – –
HWA
135
Heritage Wealth Advisors
Virginia
$32K – – –
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$32K -$11.2K -207 -26%
IWP
137
IAG Wealth Partners
Wisconsin
$32K – – –
AIC
138
Archer Investment Corporation
Indiana
$27.1K – – –
NFSG
139
Newbridge Financial Services Group
Florida
$25K +$538 +10 +2%
BTI
140
Blue Trust Inc
Georgia
$24K – – –
BFPW
141
BOK Financial Private Wealth
Colorado
$23K -$118K -2,192 -84%
AA
142
AlphaMark Advisors
Kentucky
$22K – – –
LC
143
Lindbrook Capital
California
$18K – – –
LFG
144
Larson Financial Group
Missouri
$17K – – –
TIM
145
Tortoise Investment Management
New York
$16K – – –
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$15K – – –
RDIA
147
RE Dickinson Investment Advisors
Iowa
$15K – – –
AA
148
Addison Advisors
Vermont
$13K – – –
AIM
149
Anchor Investment Management
South Carolina
$12.4K +$109 +2 +0.9%
GRP
150
Global Retirement Partners
California
$12K +$12K +200 New
3 4 5
6
7